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Filevine

Last Updated: October 20th, 2022


Filevine Overview

Description

Filevine is the leading cloud-based work platform for legal professionals. Powering everything from case management and client communication, to legal document drafting and business analytics, Filevine is building a future where the intersection of legal work and business is made seamless, transparent, and effortless for legal professionals and everyone they interact with.

Product Snapshot

Parent Company
Filevine
Year Founded
2014

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Case Management
Calendaring
Docketing
Document Automation
Document Management
Client Intake
Forms Library
Billing
Contract Lifecycle Management
Contract Database Management
Contract Automation: Creation, Assembly and Drafting through signature
Contract Review, Monitoring and Analysis Post Execution
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Workflow Automation
Conditional Workflows
Reminders and Notifications
Templates
Show more

Learning Resources

Videos

Document Management in Filevine

Product Snapshot

Parent Company
Filevine
Year Founded
2014

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